See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,190 | $102,317+44.8% | $146,958+0.8% | $80,856+83.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 13.44% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,026 | $6,644+111.1% | $8,070+73.8% | $4,296+226.5% |
| Admin fee / account holder | $5,684 | $7,941-28.4% | $12,998-56.3% | $6,918-17.8% |